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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,250 | $81,358+44.1% | $155,556-24.6% | $80,959+44.8% |
| Participation rate | 95.5% | 66.3%+29.3pp | 78.2%+17.3pp | 67.7%+27.9pp |
| Annual return | 14.02% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,997 | $3,106-35.7% | $4,675-57.3% | $2,757-27.6% |
| Participant deferral / active EE | $2,466 | $3,455-28.6% | $5,631-56.2% | $4,300-42.7% |
| Admin fee / account holder | $1,574 | $7,994-80.3% | $15,885-90.1% | $6,925-77.3% |